Excellent system for a small company!
May 06, 2015
Excellent system for a small company!
Score 9 out of 10
Vetted Review
Verified User
Overall Satisfaction with FreeAgent
Cutscene Media is a small company at the moment, so our FreeAgent system is accessible by the company directors and the accountant. It is used to store client details, monitor our banking, create invoices and store expense receipts. It also provides us with data on how the company is doing financially. Our accountant has direct access, so there is little need for her to chase us for information.
- Free Agent is great for creating professional invoices. If you use the system to manage projects, the invoicing system can automatically fill out any details required. Once completed, the invoice can be automatically emailed from your email address, then stored in the free agent system.
- Setting up a bank feed or uploading invoices allows you to keep track of your bank accounts. The system automatically flags up unexplained transactions and allows you to explain and even attach receipts to particular transactions to be stored as expenses.
- Out of pocket expenses can be entered on the move via a smart phone, a photograph can be taken of the receipt and uploaded into the FreeAgent system. The banking system can then link up any pay outs to the user who is out of pocket. Creating a neat expenses system.
- The FreeAgent system is being constantly updated and improved thanks to the large team. There has maybe been a few occasions when I have tried to link a bank transaction with an expense and it hasn't allowed me to link a transaction manually. But the staff are very fast at helping out with any issues I've ever had
- FreeAgent has saved me a lot of time and saved me a lot of potential stress
- FreeAgent allows me to keep track of who has paid an invoice and who hasn't, which helps my finances significantly